Anthony ChenCRD Number: 5546236
Current Firm: Raymond James Financial Services Advisors, Inc.
Anthony Chen (CRD# 5546236) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Palo Alto, CA and has over 6 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|United Airlines||San Francisco, CA||May 2014 - Current||2|
|Hallmark Aviation-load Master||San Francisco, CA||May 2014 - Current||2|
|First Tech Fed Credit Union||Palo Alto, CA||May 2014 - Current||2|
|Raymond James Financial Services||Palo Alto, CA||Jan 2012 - Current||5|
|Raymond James Financial Services Advisors Inc.||Palo Alto, CA||Jan 2012 - Current||5|
|Addison Avenue Investment Services||Palo Alto, CA||Jun 2008 - Current||8|
|Hallmark Aviation Services||Sfo, CA||Oct 2006 - Nov 2014||8|
|Essex National Securities||Palo Alto, CA||Jun 2008 - Jan 2012||3|
|Citibank N.a.||San Carlos, CA||Feb 2007 - May 2008||1|
|Sowa Enterprise||Kaohsiung,||Mar 2004 - Aug 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2010|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV